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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2101
CFO4Life Group
Texas
$397K +$12.6K +313 +3%
RVPG
2102
Relative Value Partners Group
$397K -$524 -13 -0.1%
SFB
2103
STAR Financial Bank
Indiana
$396K +$12.9K +321 +4%
UF
2104
Univest Financial
Pennsylvania
$396K +$2.38K +59 +0.6%
PAA
2105
Peregrine Asset Advisers
Oregon
$395K -$6.09M -150,920 -94%
SF
2106
Slagle Financial
Illinois
$394K -$461K -11,429 -55%
NAMNJ
2107
NorthStar Asset Management (New Jersey)
New Jersey
$393K +$87.8K +2,176 +30%
HWA
2108
HCR Wealth Advisors
California
$392K -$6.09K -151 -2%
BWA
2109
Blodgett Wealth Advisors
California
$392K -$42K -1,041 -10%
CAM
2110
Concorde Asset Management
Michigan
$392K +$18K +446 +5%
SPC
2111
Spirepoint Private Client
Florida
$391K +$376K +9,325 New
GCA
2112
Genesee Capital Advisors
New York
$390K -$23.7K -587 -6%
SWM
2113
Selective Wealth Management
Virginia
$389K +$3.79K +94 +1%
CBFP
2114
Cedar Brook Financial Partners
Ohio
$389K -$28.6K -708 -7%
EWG
2115
Executive Wealth Group
Washington
$389K +$378K +9,381 New
PPWM
2116
Paragon Private Wealth Management
Kentucky
$389K +$8.91K +221 +2%
RWA
2117
Redmont Wealth Advisors
Illinois
$388K – – –
SPWM
2118
Schrum Private Wealth Management
Florida
$388K +$122K +3,014 +48%
AIM
2119
Alhambra Investment Management
Florida
$387K -$34.7K -861 -9%
SCM
2120
SOL Capital Management
Maryland
$386K +$4.03K +100 +1%
TW
2121
TritonPoint Wealth
Maryland
$386K -$124K -3,067 -28%
BIAS
2122
Beacon Investment Advisory Services
New Jersey
$386K -$24.5K -607 -6%
BFM
2123
Boston Financial Management
Massachusetts
$385K +$51.5K +1,278 +16%
DFA
2124
Delta Financial Advisors
Louisiana
$385K -$2.54K -63 -0.7%
LWM
2125
LongView Wealth Management
Georgia
$384K -$6.94K -172 -2%
83 84
85
86 87